Enter data in a plan - overview of related information
Use the following lists for topics on information for entering data in a plan.
Create a plan
Adding a plan
Copying a plan
Opening an existing plan
Importing data from UltraTax/1040
Importing data from GoSystem Tax RS
General data-entry information
Main data-entry window overview
Editing an existing plan's information
Entering plan data
Password protecting plan data
Adding or removing a state
Working with alternatives and years
Using the Find Field feature
Using the Find Tab feature
Perform calculations in Planner CS
Turning calculations on or off
Performing an MFS split
Overriding calculated fields and locating overridden fields
Projecting wages from a year-to-date pay stub or single paycheck
Annualized plans overview
Viewing and updating federal interest rates
Entering business activities
Using the Result Finder to solve for data-entry field values